Managing deliverables

Each engagement tracks deliverables — concrete things you’re producing for the client (a strategy doc, a campaign plan, etc).

Who this is for: anyone with client_manager.manage.

Steps

1. Open the engagement detail page.
2. Click + Deliverable.
3. Fill:
   • Title — short descriptor
   • Status — Not started / In progress / Review / Delivered
   • Owner — teammate responsible
   • Due date (optional)
4. Save. The deliverable appears in the engagement’s list.
5. As work progresses, update the Status. The engagement’s overall progress bar reflects the deliverable mix.

Linking to a templated document

If the deliverable is a templated artifact (proposal, contract):

1. Click the deliverable → Generate document.
2. Pick a template. See Templates → Running a template.
3. The generated document becomes attached to the deliverable; status auto-flips to In progress.

Common issues

• Progress bar stuck at 0% — no deliverables yet, or all are “Not started”. Add at least one and start it.
• Deliverable belongs to multiple engagements — not supported; create a copy on each.

Last updated: 2026-06-01 · Applies to: CartonCrew v1.57+